Advanta IRA Employee Directory

Q: What is Advanta IRA known for?

Advanta IRA was founded in 2003. Advanta IRA operates in the Investment Management industry.

Q: How many employees does Advanta IRA have currently?

Advanta IRA has approximately 55 employees.

Q: Who are Advanta IRA's key employees and leadership?

Advanta IRA's key employees include: Founder And Ceo: J. C., Chief Operating Officer: B. K., Vice President Marketing: R. M., Vice President Of Sales: S. M..

Investment ManagementFlorida, United States51-200 Employees

Advanta IRA is a self-directed IRA administrator serving clients nationwide. With locations in Florida, Georgia, and the Carolinas, we hold over $3.5 billion in client assets, including real estate, mortgage loans, tax liens, private placements, precious metals, and cryptocurrency. 
We deliver unparalleled, one-on-one customer service, industry expertise, and educational tools, and we ensure the elements of your account comply with all IRS rules and regulations. We do this so you can focus on the more important task of identifying promising investments to add to your portfolio.

Find Advanta IRA employees' phone numbers or email addresses

Advanta IRA Global Highlights

North America
64

United States Of America
64

Advanta IRA's Leadership

B. K.
Chief Operating Officer
Mobile Phone
Email
R. M.
Vice President Marketing
Mobile Phone
Email
S. M.
Vice President Of Sales
Mobile Phone
Email
J. C.
Founder And Ceo
Mobile Phone
Email
L. G.
Director Of Education
Mobile Phone
Email
D. H.
Client Services Manager
Mobile Phone
Email
B. L.
Transaction Manager
Mobile Phone
Email
R. S.
Client Account Manager
Mobile Phone
Email

Contact profiles from Advanta IRA

Name

Title

Contact Info

Location

Last Update

B. K.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
Jul 14, 2025
J. C.
Founder And Ceo
Mobile Phone
Email
United StatesFlorida
Apr 25, 2025
R. M.
Vice President Marketing
Mobile Phone
Email
United StatesFlorida
Nov 20, 2025
S. M.
Vice President Of Sales
Mobile Phone
Email
United StatesFlorida
May 29, 2024
L. G.
Director Of Education
Mobile Phone
Email
United StatesFlorida
Nov 03, 2025
D. H.
Client Services Manager
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
B. L.
Transaction Manager
Mobile Phone
Email
United StatesFlorida
Oct 24, 2025
R. S.
Client Account Manager
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
R. A.
Client Account Manager
Mobile Phone
Email
United StatesFlorida
Oct 22, 2025
S. P.
Account Manager
Mobile Phone
Email
United StatesFlorida
Nov 24, 2025

Frequently Asked Questions

What is Advanta IRA known for?

Advanta IRA was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-800-425-****

. Explore Advanta IRA's company overview page for more information.

What is Advanta IRA's most common email format?

Advanta IRA employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advanta IRA email formats with LeadIQ.

How many employees does Advanta IRA have currently?

Advanta IRA has approximately 55 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Advanta IRA's key employees and leadership?

As of December 2025, Advanta IRA's key employees include:

Chief Operating Officer: B. K.
Vice President Marketing: R. M.
Vice President Of Sales: S. M.
Founder And Ceo: J. C.
Director Of Education: L. G.

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